Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,831 | $75,832-83.1% | $147,617-91.3% | $59,633-78.5% |
| Participation rate | 57.7% | 71.6%-13.9pp | 84.6%-26.9pp | 68.7%-11.0pp |
| Annual return | 6.88% | 0.37%+6.5pp | 61.98%-55.1pp | 2041.45%-2034.6pp |
| Employer contribution / active EE | $838 | $3,485-76.0% | $5,564-84.9% | $2,203-62.0% |
| Participant deferral / active EE | $1,349 | $3,131-56.9% | $4,895-72.4% | $3,192-57.7% |
| Admin fee / account holder | $782 | $5,986-86.9% | $11,612-93.3% | $4,297-81.8% |